Integrate SalesViewer with Microsoft Dynamics 365 CRM to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate SalesViewer with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from SalesViewer

A trigger is an event that starts your Zap and runs the workflow. For example, with SalesViewer, a trigger could be "Intensive Visits."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SalesViewer to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect SalesViewer to Microsoft Dynamics 365 CRM with a Zapier template.

Our most popular template

Fine or create Microsoft Dynamics 365 CRM leads from new SalesViewer visits
Premium
Details
Try it
SalesViewer + Microsoft Dynamics 365 CRM

Fine or create Microsoft Dynamics 365 CRM leads from new SalesViewer visits

Premium

Details

Try it

SalesViewer + Microsoft Dynamics 365 CRM

Make work flow with AI

Level up your SalesViewer to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about SalesViewer + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SalesViewer and Microsoft Dynamics 365 CRM

How do I set up the integration between SalesViewer and Microsoft Dynamics 365 CRM?

To set up the integration, start by logging into our platform and selecting SalesViewer as your trigger app and Microsoft Dynamics 365 CRM as your action app. Follow the prompts to connect your accounts, and then choose the specific triggers in SalesViewer that you want to initiate actions in Dynamics 365.

What are some examples of triggers available when integrating SalesViewer with Dynamics 365?

Triggers can include a new lead view in SalesViewer or an updated lead score. These can automatically send data to Microsoft Dynamics 365 CRM, where they can create or update records accordingly.

Can I customize the fields that are transferred from SalesViewer to Dynamics 365 CRM?

Yes, you have the flexibility to map and customize the data fields you need from SalesViewer into specific fields within Dynamics 365. During setup, you'll be able to select which information should be transferred.

What actions can be triggered in Microsoft Dynamics 365 CRM through this integration?

Using this integration, actions such as creating new contacts, updating existing records, or assigning tasks in Microsoft Dynamics can be triggered based on activities recorded in SalesViewer.

Are there any limitations when using the integration between SalesViewer and Dynamics 365 CRM?

While most features work seamlessly, certain complex workflows may require additional setup or third-party tools for complete automation. Ensure that both software systems are updated for best compatibility.

How can I troubleshoot if data isn't syncing properly between SalesViewer and Dynamics 365?

If you're experiencing syncing issues, begin by checking connection statuses on our platform. Verify that both applications have authorization permissions granted. Re-authenticate if necessary and consult our troubleshooting guides available online.

Is it possible to test the integration before fully implementing it?

Yes, we encourage users to utilize our testing feature where you can simulate a trigger event in SalesViewer and observe how it affects your Microsoft Dynamics 365 CRM environment without any permanent changes.

Connect SalesViewer and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect SalesViewer and Microsoft Dynamics 365 CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Trigger
Scheduled
Try It
Visits From New Companies
Triggers when a new lead visits your website.
Trigger
Scheduled
Try It
Visits From Favourite Companies
Triggers when a favourite company visits your website.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It

New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

New Visits
Triggers when a visit has been detected on your website.
Trigger
Scheduled
Try It
Returning Visitors
Triggers when a company visited your website more than once.
Trigger
Scheduled
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom Entity
  Required
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Learn how to automate SalesViewer on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.

Learn more

Related categories

Marketing

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate SalesViewer with Microsoft Dynamics 365 CRM to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from SalesViewer

Setup an action from Microsoft Dynamics 365 CRM

That’s it! You just connected SalesViewer to Microsoft Dynamics 365 CRM

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Fine or create Microsoft Dynamics 365 CRM leads from new SalesViewer visits

Fine or create Microsoft Dynamics 365 CRM leads from new SalesViewer visits

Make work flow with AI

Frequently Asked Questions about SalesViewer + Microsoft Dynamics 365 CRM integrations

Connect SalesViewer and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect SalesViewer and Microsoft Dynamics 365 CRM to unlock the power of automation

Supported triggers and actions

Learn how to automate SalesViewer on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Connect SalesViewer to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform